Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Five Below recently announced its third quarter results for fiscal year 2024, reflecting a blend of positive strides and ongoing challenges.</li><li>The company reported a 15% increase in sales, reaching $844 million, slightly surpassing its guidance with a comparable sales growth of 0.6%.</li><li>Adjusted earnings per share stood at $0.42, an improvement over the previous year.</li></ul>

Five Below recently announced its third quarter results for fiscal year 2024, reflecting a blend of positive strides and ongoing challenges.The company reported a 15% increase in sales, reaching $844 million, slightly surpassing its guidance with a comparable sales growth of 0.6%.Adjusted earnings per share stood at $0.42, an improvement over the previous year.

Five Below’s The Bold Value Pricing Revolution: Unbelievable Deals Under $5! - Major Drivers

<ul><li>Five Below's second-quarter results for fiscal 2024 reflect a period of significant changes and challenges alongside the initiation of strategic shifts aimed at repositioning the company for future growth.</li><li>Under the interim leadership of Kenneth Bull, following a recent CEO transition, the company undertook a detailed review of its operations and business strategy.</li><li>This quarter's earnings reveal some concerning trends but also highlight areas where management is actively working to steer the business back to its growth track.</li></ul>

Five Below's second-quarter results for fiscal 2024 reflect a period of significant changes and challenges alongside the initiation of strategic shifts aimed at repositioning the company for future growth.Under the interim leadership of Kenneth Bull, following a recent CEO transition, the company undertook a detailed review of its operations and business strategy.This quarter's earnings reveal some concerning trends but also highlight areas where management is actively working to steer the business back to its growth track.

Five Below Inc.: How Is The Slowed Store Expansion Impacting Growth? - Major Drivers

Equity Analyst - Asia Consumer Sector, Investory

Devi Subhakesan

Equity Analyst - Asia Consumer Sector

ASIA CONSUMER: INSIGHTS AND INVESTMENT IDEAS

Investory

Investory is a Singapore-based boutique independent equity research firm founded in January 2017 with a primary focus on consumption themes across Asia-Pacific.

We aim to generate investible ideas based on consumption trends and outlook. We screen our ideas on several parameters - product potential, long-term growth and management commitment being the most critical.  We follow a fundamental analysis approach in our stock selection process and are not restricted by market cap.

We aspire to grow into a leading source of unbiased research, free of conflict of interest, for investors yearning for independent and disciplined analysis. 

We also undertake bespoke research mandates to support our Institutional clients’ investment needs.

Our team comprises of professionals with extensive experience in the Asian equity markets, in areas ranging from research, servicing institutional clients and investment management.

<ul>
<li>The "non-business factors" mentioned in <a href="https://www.smartkarma.com/entities/pdd-holdings-inc" target="_blank" data-smartkarma-citation="entities:27250:1" rel="noopener">PDD Holdings (PDD US)</a> 's earnings call likely refer to potential political and policy risks in the U.S. due to the upcoming presidential elections.</li>
<li>Temu, PDD Holdings' global online shopping platform, has become the most downloaded shopping app in the U.S., significantly disrupting the local retail market.</li>
<li>PDD's rapid and disruptive growth has already led to litigation in the US, and political pressure could increase if Donald Trump wins the presidential election.</li>
</ul>


The "non-business factors" mentioned in PDD Holdings (PDD US) 's earnings call likely refer to potential political and policy risks in the U.S. due to the upcoming presidential elections.
Temu, PDD Holdings' global online shopping platform, has become the most downloaded shopping app in the U.S., significantly disrupting the local retail market.
PDD's rapid and disruptive growth has already led to litigation in the US, and political pressure could increase if Donald Trump wins the presidential election.


PDD Holdings (PDD US) : Could U.S. Elections Impact Temu's Dominance?

A Value Investing Journal, Acid Investments

Acid Investments

A Value Investing Journal

I love stonks and I love rambling. Sometimes, I feel it unfair to subject those around me with the inundation of my thoughts, so I tweet and I spill ink on here. Jokes aside, I love investing and edgy ideas; I hope to become a better investor and this is my journal to that end. I will be sharing value/special situations I come across organically or through other blogs/13F and I hope to provide a variant analytical view to said situations. I hope to receive constructive feedback and let’s grab some of dem benjamins together!

<ul><li>Introduction (If you hate my story-telling, please scroll to the Background section) A lady once asked me a thought provoking question, “why have children?”</li><li>Redirecting my gentle gaze to the ceiling and stressfully clasping a chunk of hair on the back of my head, I pondered and dug deep, with the intent of conjuring an impressive answer.</li><li>The testosterone in me blurted, “to pass down the huge wealth I would amass some day, my children are my legacy!” and my traditional Eastern roots interrupted, “so someone would take care of me when I’m old and decrepit!”</li></ul>

Introduction (If you hate my story-telling, please scroll to the Background section) A lady once asked me a thought provoking question, “why have children?”Redirecting my gentle gaze to the ceiling and stressfully clasping a chunk of hair on the back of my head, I pondered and dug deep, with the intent of conjuring an impressive answer.The testosterone in me blurted, “to pass down the huge wealth I would amass some day, my children are my legacy!” and my traditional Eastern roots interrupted, “so someone would take care of me when I’m old and decrepit!”

<ul><li>Five Below reported mixed financial outcomes in the first quarter of 2024, encountering challenges reflected in a total sales growth of 12% paired with a comparable sales decrease of 2.3%.</li><li>Adjusted earnings per share stood at $0.60, aligning with the lower spectrum of the company's expectations.</li><li>This performance highlights particular strengths and vulnerabilities in Five Below’s operational and strategic positioning within the retail sector.</li></ul>

Five Below reported mixed financial outcomes in the first quarter of 2024, encountering challenges reflected in a total sales growth of 12% paired with a comparable sales decrease of 2.3%.Adjusted earnings per share stood at $0.60, aligning with the lower spectrum of the company's expectations.This performance highlights particular strengths and vulnerabilities in Five Below’s operational and strategic positioning within the retail sector.

Five Below Inc.: How The Management Is Enhancing Margins Through Strategic Cost Management? - Major Drivers

United States

Five Below, Inc. operates as a specialty value retailer. The Company offers products such as crafts, party, candy, sports, media, and seasonal products. Five Below serves its customers throughout the United States.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Five Below (FIVE US)

Five Below’s The Bold Value Pricing Revolution: Unbelievable Deals Under $5! - Major Drivers

Five Below recently announced its third quarter results for fiscal year 2024, reflecting a blend of positive strides and ongoing challenges. The...

Baptista Research

Five Below Inc.: How Is The Slowed Store Expansion Impacting Growth? - Major Drivers

Five Below's second-quarter results for fiscal 2024 reflect a period of significant changes and challenges alongside the initiation of strategic...

Baptista Research

PDD Holdings (PDD US) : Could U.S. Elections Impact Temu's Dominance?

Rapid growth in the US under Temu platform had been fuelling stock performance. Political and Regulatory risks could increase if Donald Trump wins...

Devi Subhakesan

Finding a bargain in Five Below (FIVE)

Five Below is a value-based specialty retailer selling trendy items catered for children and teenagers; think Dollar General but larger stores,...

Acid Investments

Five Below Inc.: How The Management Is Enhancing Margins Through Strategic Cost Management? - Major Drivers

Five Below reported mixed financial outcomes in the first quarter of 2024, encountering challenges reflected in a total sales growth of 12% paired...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)